The telecom software company is IMO a good acquisition.  Nokia will become a one stop shop, offering:  Optical links (long haul terrestrial, submarine, metro, Data Center Interconnect), Routers, Switches, Fixed wireless, mobile wireless and software management and analytic tools.  A strong competitive advantage over Ericson, and on par with Huawei.

Ericson will not be able to compete with Nokia and over time I would expect Nokia to gain marketshare at Erison's expense. I still firmly believe NOK should reach the $12 to $14 level within 4 years

Re INFN: Reported earnings yesterday.  It was a tough quarter, but management started talking about growth this year.  New products should expand the bottom line meaningfully.  It is getting PT hikes this am.